HomeMy WebLinkAbout04-1105
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Estate of' ~;/ j'f flf.
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
C C vrrct Y\ No. ~ \- Ol\ - \ \ (Jt)
To':
Register of WjlJs for\!.he I I
, Deceased. County of l:v "",,-o~r~t\g in the
Social Security No. c?< 10 .- 0 c; - 7 7 f/J(I, Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated ',) U V1~ i 7,1 I q Bf3J
and codicil(s) dated
named
, 19_
(state relevant circumstances, e.g. renunciation, death of execUtor, etc.)
Decendent was domiciled at death in C v..... € (" Lv, Pennsylvania, with
his last family or principal r~idence at 3 3 0 '" r (2 c::- r ,
Me i ~ 1!1 V\ I . 5 I(",,} r-J I ~ A 17 usa S,lvl'f <; G:J r'[ v\s T'^" (1
(list street, number and muncipality)
Decenqi1n,t, tlwn gq Oc--fDbe V' "3 ~ u 0 '-/ , 19
at +{' (;,^~ or I
Except as follows, ecedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvani~
situated as follows: l' i S I () 0 ()
(00 00 0
,
$
$
$
$.
..
,._~.",
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last wilL and codicil(s)
presented herewith and the grant of letters t~ s +~....e...i"rr ;~ ..
. (testamentary; administration c.t.a.; administr~tion d.b.n.c.t.a.)
theron.
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OATH OF" PERSONAL REPRESENTATIVE
COMMONWEALTH ~ENNl:LVANIA I ss
COUNTY OF C\.) \<11\ . J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true alld correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
t~tive(s) of the above decedent petitioner(s) will well and truly administer the estate according to iaw.
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No.
Estate rif FlI~eYJe C. r ufrltf') , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW "\'h,s 3 re1 "U.-X oWlI'rI\\m\- w-~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before iTI.e,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
,
and Letters
are hereby granted to
!1Ll L
. Register of Wills r-- L (v----
FEES ATTORNEY (Sup. CL 1.0. 7?,e-r
Probate, Letters, Etc. .....,... $
Short Certificates( ).......... $
Renunciation ................ $
$ ADDRESS
TOTAL _ $
Filed ...................................
PHONE
,- .-- ... ,-
II : (I~ I{!\ '1/\/,
Thi" i" 10 certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen~ filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fcc for this certificate, $2.00 t~ j(~/L71
Local Registrar
. ..--
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P 10667522 (J eiiJt.~: j--: h 0 f
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No. ~te
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11IO~ 14J Hev. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
J ir-b~HINr CERTIFICATE OF DEATH STATE FILE NUMBER
IN SEX SOCIAl SECURITY NUMBER DATE OF DEATH (Monlh, Day. Year)
.'l:.RMANENT
BLACK INK 3. 210 - 09 - 3 2
BIRTHPLACE (City and T
State or Foreign Country)
. 7. Johnstown PA Re,Id.rn;eD ~~::fy) 0
RACE. American Indian, Black, While. .
. (Specify)
8b. Dau hin ... '0. White
DECEDENT'S USUAl OCCUPATION MARITAL STATUS -Married, SURVIVING SPOUSE
l~\/~oflil~ct;::u:.~ Never Married, Wktowed. (It wit.. 'iI,.... maid.n name)
DiVOlced (Specify)
. ..Never Married I.
. Did Silver Spring Iwp
_nl
Cumberland Ivein. l1d. 0 ~:=~I~ of
County IlJWJlship? aly/boro
MOTHER'S NAME (First. Middle, Makten Sumame)
18. Alice Galla her
INFORMANT'S MAILING ADDRESS (StraeI. CityfT own, State, ZIp Coda)
20a 20b.33 Bourbon Red Drive Mechanicsbur
. PLACE OF DISPOSITION- Name of Cemetery. Cremalexy
or Other Place
0
LICENSE NUMBER
22b. FD 014889
To the best ot my knowledge. death occurred at the lime, date and place staled.
(Signalure and TiUe)
23.. 23b. 23c.
lIems 24-26 musl be completed by TIME OF DEATH WAS CASE REFERRED TO A MEDICAL EXAMINER ,CORONER-'
person who pronounces death. Ve.D N;'~
... 2..
27. PART I: En....... dl....... InJu,," or compUc.t60n. which c.u.eeI 1M : Approximate PART II: Other significiIom conditions conlributmg to dealh, bul
lI.t onlll' 0'" u.. on MCh II".. I Interval batwee nol resutling in the underlying cause given in PART I.
: onset and death
..
Sequentially list condi~ r
if any, leading to immediale DUE TO (OR AS A CONSEQUENCE on
cau~e. Enler UNOERL YINO c.
CAUSE (Dlsoase Of Injury
111.11 illiudled eYent. DUE TO ORASA NSEOUfiNCE OF)
ll,ll.ulting on dealh ) LAST d.
WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED
PERFORMED? AVAILABLE PRIOR TO !2( (Monlh,O.y. v...)
COMPLETION OF CAUSE Natural Homickle 0
OF DEATH? D D ve.D NoD
Accident Pending Investigation
Yes 0 No ~ D 30a. 30b. M. 301;.
Ve.D NoD Suicide Could not be determined o PLACE OF INJURY. At home. farm. stceot, factory, office
OUlldifllil. etc (SpttClfy)
28. 28b. 28. 30..
CERTIFIER (Check only one)
.~~~J~F:~~tGof!:.~~~~~JFu'ls~:rhc~~i~~~: t':! ~:~h.~:(:r~3~~X~~~. h:t~r.~~~~~~~.~ .~~~~~l. ~I.l~ .~~~~~~~.~. i.t~.~ .~~l.... .............
.PRONOUNCING AND CERTIFYING PHYSICIAN (Physician ooth Pfooouncmg death and certifying 10 causa of dtlathJ
To the beat of my knowledge. death OCCUlTed at the time, data, and pl.~. and due 10 the Ulu...(a) and manner.. ataled.._
~ . '::';);:::::;~;";:.":".~.~.'.:.C.~.'~.:":"~.~.C.':'".~..:"":~.:".~.~~.":"..~~'.:" 0
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REGIST'f'~9IGNATURE AND NUMBER I. '1 3- ~ 0-0 y
lJ_~-7'\. , JI/I~II W 3-4.
RENUNCIATION
In Re Estate of t: c.) j-e 111 e. Charl-es C v....f'a.V'\ deceased.
To the Register of Wills of C U Ih\ bel' L:lli\ j County, Pennsylvania.
The undersigned (Sc~ be lo<.v\ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to /It/yl, C. Wea..v~ r
WITNESS hand this day of ,20_.
~ %JM1~ Q , (~('~~
(Y') (Signature)
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( ::s 'jnq,-+IJre..) (Signature)
'3 S B~c.u..hD'" K~d 0 ~I v'< 3~ i1ovrhovt f<ec/ br.
_df-ectUll1lcsbvrj, f-?,4 /"70 S'"'t? M-e.C.ht:lVllC.d'''''''1 p~ I '?os-o
( I'I-,j J rt' S. s) . (Address)
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5'~ ~ov,..bo",., ~-ed b~. ~VL
- JIVl ~ ch aM (( S b u J .' f /f I"?CJ~-u 30 KDsevnorvl
( fl.dJr~ r; S ') JP;ffshu1rlV'Tit rS~a%
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11Ia5t lIill aub illt5tamtut
OF
EUGENE C. CURRAN
I, EUGENE C. CURRAN, of the City of Johnstown, County of Cambria and
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State of Pennsylvania, do hereby make, publish and declare the folIo\\" ing to be rry
Last Will and TestamEnt, hereby revoking and rr.c.king void any and all Wills or Codicils
by mE' at any timEi heretofore rr.ade.
FIRST: I direct the paymEnt of my funeral expenses and rr.y debts which
my estate is legally obligated to pay. All inheritance or estate taxes, State or Federal,
whether imposed upon property passing under or outside the term~, of my Will, shall
be paid by my Executrix from the corpus of my estate.
SECOND: I give, devise and bequeath the sum of One Thousand ($1,000.00)
Dollars to be used for masses for the repose of my soul.
THIRD: Or. May 9, 1988, I WaS ordered to leave our residence by my wife.
Since we both wished to part amicably, I gave rr:y wife, STELLA CURRAN, one-half
of my assets at that time, the sum of Thirty-three Thousand ($33,00g~00) Dollars.
'~..~-'
Consequently, I give, devise and bequeath nothing to IT.y wife, STEt.LA CURRA.N,
from ""hom I am ~,eparated, in the event of my death.
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FOURTH: I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed of whatsoever nature and \\"heresoev~ situate
to my sisters, ROSE ALICE CC&RAN, SAR.A C. CL'RRPN and ELLEN CL'RRPN
W EA YER, and IT.y brother, JOHI\ J. CURRAN, share and share alike, provided they
survive rr:e and the share of anyone who may have predeceased me shall be divided
equally between the surviving relatives so designated.
FIFTH: If all of my sisters and brother predecease rr:Ei I give, devise and
bequeath all the rest, residue and rerr.ainder of my estate, real, personal and mixed,
of whatsoever nature and \\ heresoever situate to my nephe\\, HUGH CURRAN WEA YER,
~e~~J
Euge C. Curran I
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any my niece, PHILENE WEAVER REVITSKY, share and share alike, provided both I
survive me, and the share of either one who may have predeceased me shall be I
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distributed to the survivor of these two designated relatives. I
SIXTH: I nominate, constitute and appoint, GLORIA A. HIRSCHBERGER, to
be the Executrix of this my Last Will and Testament and I direct that my Executrix
shall not be required to file bond for the faithful performance of her duties hereunder.
IN WITNESS WHEREOF, I, EUGENE C. CURRAN, the Testator above named,
have he,eunto subscribed my name and affixed my seal, this ~day of ~
, in the year of our Lord one thousand nine hundred eighty-eIght
(1988). This Last Will and Testament which consists of two (2) pages, to each of which
I have affixed my signature.
i ~e(}:--~--/
i Euge . C. Curran
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! SIGNED, sealed, published and declared by the above named EUGENE C.
,
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! CURRAN, the above named Testator, as and for his Last Will and Testament, in the
I presence of us, who have hereunto subscribed our names at his request as witnesses
I thereto in the presence of the said Testator and of each other.
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AFFIDAVIT
COMMONWEAL TH OF PENNSYLVANIA )
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COUNTY OF CAMBRIA ) !
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WE, EUGENE C. CURRAN, and I
-rt . ~ s: ~ ,the e,tator and witnesses respectively whose names I
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are signed to the attached foregoing instrument, being first duly sworn, do hereby I
declare to the undersigned authority that the Testator signed and executed the
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instrument as his Last Will and Testament and that he had signed willingly and that I
he executed it as his free and voluntary act for the purposes therein expressed, and
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that each of the witnesses, in the presence and hearing of the Testator, signed the i
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Will as witnesses and that to the best of his or her knowledge, the Testator was at !
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that time eighteen (18) years of age or older, of sound mind and under no constraint i
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or undue influence. i
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SUBSCRIBED, sworn to and acknowledged before me, a notary public, by
F' CURRAN~ Testator, and su
~ ~and , 1988.
WITNESSES, THIS {~ da of
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C. ~~~
()<Jotary Public
!
E. JANE HIRSCHBERGER, No~"ry P\JlJIiQ
Johnstown. Cambria County, f'3.
My Commission Expires Novemller 9, 199~
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11,96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128,0601
PENNSYL VANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004780
WEA VER HUGH C
33 BOURBON RED DRIVE
MECHANICSBURG, PA 17050
ACN
ASSESSM ENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $8,801.48
ESTATE INFORMATION: SSN: 210-09-7766 I
FILE NUMBER: 2104-1105 I
DECEDENT NAME: CURRAN EUGENE C I
DATE OF PAYMENT: 12/30/2004 I
POSTMARK DATE: 1 2/30/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/03/2004 I
I
TOTAL AMOUNT PAID: $8,801.48
REMARKS:
CHECK# 1020
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
WEAVER HUGH C
33 BOURBON RED DRIVE
MECHANICSBURG, PA 17050
RE: Estate of CURRAN EUGENE C
File Number: 2004-01105
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by: 03/13/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
JRD/June 30, 1992/17858 /
RECEIVED APR 1 9 2~
In Re: Estate of EUGENE C. CURRAN ORPHANS' COURT DIVISION
Late of SILVER SPRING TOWNSHIP COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
Estate No.: 21-04-1105 PENNSYL VANIA
NO. 21-2004-1105
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: HUGH C. WEAVER
Counsel for Personal Representative:
Date of Grant of Original Letters: 12-03-2004
Date of Delinquency Notice: 03-13-2005
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk ofthe Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
MARCH 13, 2005, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 04-18-2005
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
~' ~ 3;( S"
A hearing is scheduled for /uJf k~ ) ()O
ati/:30IJJt/l Courtroom No.3. Ifth Certification of Notice .
hearing will automatically be cancelled.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: 1:. U J ~-<!/ C- C d rre:l/rt-
Date of Death: 10 /3 /0</
, I
dv/~C>Y~ ---- ;21 -o?-oD 'f - /1 OJ~
Will No. 1/ c,:>d Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on /0 ) 7/':> Y :
, ,
Name Address
rO<;e fJ- / I ~~ ~j 0,.. f?t. VI '3 ~ fSo ~".'" ~Q ~. f't 176S()
((I e-YI C' (,J ~v~ ?~ BclJrhu-r- ~ brr;~ 'y~
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ;;~ -
r!"'l
Date: ~~ II .)..a 0 S-- ;4 b /L ~~~~
,
Signature
Name f/.; 0' H C, WC~
Address 33 doo,/:......... fZ&0r.
PIe c1 ~ ;4- (../uSC;
Telephone nc)) ..M.I - ?& ?S
Capacity: _ Personal Representative
_Counsel for personal representative
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COMMONWEALTH OF PENNSYLVANIA REV,l162 EXll1,961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CO 005694
WEAVER HUGH C
33 BOURBON RED DRIVE
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold --..------ --------
101 I $1,200,00
ESTATE INFORMATION: SSN: 210,09-7766 I
FILE NUMBER: 2104-1105 I
DECEDENT NAME: CURRAN EUGENE C I
DA TE OF PAYMENT: 08/16/2005 I
POSTMARK DATE: 08/1 6/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/03/2004 I
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TOTAL AMOUNT PAID: $1,200,00
REMARKS:
CHECK# 1039
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLV ANI A REV-1162 EX(ll 961
DEPARTMENT OF REVENUE
AUR[AU OF INDIVIDUAL TAXES
Ocpr 280601
HARRISBURG, PA 17128-0601
PENNSYL VANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005693
WEA VER HUGH C
33 BOURBON RED DRIVE
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
----~- fold ----~--_.~ -------.
101 I $1,200.00
ESTATE INFORMATION: SSN: 210-09-7766 I
FILE NUMBER: 2104-1105 I
DECEDENT NAME: CURRAN EUGENE C I
DATE OF PAYMENT: 08/16/2005 I
POSTMARK DATE: 08/16/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/03/2004 I
I
TOTAL AMOUNT PAID: $1,200,00
REMARKS:
CHECK# 1040
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
-----
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Certified Mail Provides: (as;8119C/) ZOQZ eunr 'coaE WJO.:( Sd
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. A unique identifier for your mailpiece
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
September 14, 2005
717 -783-6893
Hugh C. Weaver
33 Bourbon Red Dr,
Mechanicsburg, Pa. 17050
Re: Estate of Eugene C, Curran
File Number 2104-1105
Dear Mr. Weaver:
This is in response to your letter of September 12,2005, concerning the Inheritance Tax
return due in regards to the above referenced estate.
Since it is apparent that you will be unable to file a tax return in the near future, the
estate record will be placed in an informal hold status for an additional period of six (6) months
so that the Depal'tment will initiate no enforcement activity. At the end of that period we would
ask that you contact us to provide an updated status for our file.
Thank you for your cooperation and if I may be of any further assistance, please feel free
to contact this office.
!-"-
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..
_m urel Fulmer
! - Inheritance Tax Division
Bureau of Individual Taxes
E-Maillfulmer@state.pa,us
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pt.
REV- 1500 EX. (5-08)
W" COMMONWEALTH OF
" ~ A) PENNSYlVANIA
. . . . .,~. . . . DEPARTMENT OF REVENUE
. DEPT. 280601
~:' . HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Curran, Eugene, C.
DATE OF DEATH (MM-DD-YEAR)
10/03/04
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER 1 __
A-L -.O~~l-.L~~-
ati:TY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
210-09-7766
DATE OF BIRTH (MM-DD-YEAR)
06/18/15
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date Of dffith after 12-'2-82)
o 7. Decedent Maintained a Living Trust (Attach cqly of Trust)
o 10. Spousal Poverty Credrt (date Of death between 12-3'-91 ar<l1-1-95)
o 3. Remainder Return (date of death pnnr In '2.13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach 8ch 0)
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11.1:0
11.
.s:
~ 1. Original Return
o 4. Limrted Estate
o 6. Decedent Died Testate (Attach Cqly of 1MII)
o 9. Litigation Proceeds Received
I-
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Z
o
11.
(/)
W
D:
D:
o
U
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Hugh C. Weaver 33 Bourbon Red Drive
FIRM NAME (lfApjiicable) Mechanicsburg, PA 17050
TELEPHONE NUMBER
(717) 691-1678
(1)
(2)
(3)
(4)
(5)
4. Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
-:--,
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
z
o
<
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::2
!:::
0..
<(
U
w
c:::
89,842.10
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(6)
20,000.00
(7)
0.00
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilrties, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(9)
(10)
(8)
16,454.84
4,697.12
(11)
(12)
(13)
109,842.10
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not been
made (Sched ule J)
21,151.96
88,690.14
1,150.00
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
87,540.14
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .0
(15)
x.O _~
(16)
z
o
~
.-
::2
0..
::i
o
u
~
15. Amoum of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
__~~_______~7,549.:.14_ x .12
10,504.82
(17)
(18)
(19)
10.504.82
x .15
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
v-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
September 14, 2005
717-783-6893
Hugh C. Weaver
33 Bourbon Red Dr.
Mechanicsburg, Pa. 17050
Re: Estate of Eugene C. Curran
File Number 2104-1105
Dear Mr. Weaver:
This is in response to your letter of September 12,2005, concerning the Inheritance Tax
return due in regards to the above referenced estate.
Since it is apparent that you will be unable to file a tax return in the near future, the
estate record will be placed in an informal hold status for an additional period of six (6) months
so that the Department will initiate no enforcement activity. At the end of that period we would
ask that you contact us to provide an updated status for our file.
Thank you for your cooperation and if I may be of any further assistance, please feel free
to contact this office.
rei Fulmer
Inheritance Tax Division
Bureau of Individual Taxes
E-Maillfulmer@state.pa.us
Commerce
.Bank
Commerce Bank/Harrisburg N.A
100 Senate Avenue
Camp Hill Pa 17011
888-937 -0004
Page 1 of 2
STATEMENT DATE
EUGENE C CURRAN
C/O HUGH C WEAVER
33 BOURBON RED DRIVE
MECHANICSBURG PA 17050
o
ACCOUNT NO.
3
*** CHECKING *** 50 PLUS CLUB
ACCOUNT NUMBER 0513183806
PREVIOUS STATEMENT BALANCE AS OF 09/17/04 ......... ....... ........
PLUS 2 DEPOSITS AND OTHER CREDITS .............. .....
LESS 3 CHECKS AND OTHER DEBITS ............... .......
CURRENT STATEMENT BALANCE AS OF 10/18/04 ......... ................
NUMBER OF DAYS IN THIS STATEMENT PERIOD 31
CYCLE-005
5,818.56
141.71
2,057.69
3,902.58
-----------------------------------------------------------------------------------
*** CHECK TRANSACTIONS ***
SERIAL DATE
166 10/07
167 10/06
AMOUNT
50.00
7.69
SERIAL
168
DATE
09/30
AMOUNT
2,000.00
-----------------------------------------------------------------------------------
*** CHECKING ACCOUNT TRANSACTIONS ***
DATE DESCRIPTION
10/01 DEPOSIT
10/18 INTEREST PAYMENT
DEBITS
CREDITS
141.12
.59
-----------------------------------------------------------------------------------
*** BALANCE BY DATE ***
09/17 5,818.56 09/30
10/07 3,901.99 10/18
3,818.56 10/01
3,902.58
3,959.68 10/06
3,951.99
PAYER FEDERAL ID NUMBER
INTEREST PAID YEAR TO DATE
23-2324730
5.85
----------------------------------------------------
*** INTEREST EARNED THIS STATEMENT PERIOD
DAYS IN PERIOD............ .............
INTEREST EARNED,....... ................
ANNUAL PERCENTAGE YIELD EARNED (APY)....
***
31
.59
0.15%
----------------------------------------------------
~lnTII:'. rar-r- nr-",r-_^_ 1"'1__ ...,,_ ...____. ...... ...._~_... _I_a.
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Bank
.11 ~ bMrk Mould be"
www.ufbbankingcenter.com
FDIC Insured
P.O. BOX 1245
INDIANAPOLIS, INDIANA 46206-1245
@
ACCOUNT STATEMENT
III.III~ 111111111111.111'1111111.1'111.11111.1111111111.11.111
208 699
EUGENE C CURRAN
HUGH C WEAVER
33 BOURBON RED DR
MECHANICSBURG PA 17050-7952
Page
1
Statement Open Date
07/07/04
Statement Close Date
10/06/04
Primary Account
21-017756-1
THE CHECK CLEARING FOR THE 21ST CENTURY ACT WAS SIGNED INTO LAW
EFFECTIVE OCT. 28,2004. WATCH FOR A SPECIAL INSERT IN YOUR
OCTOBER STATEMENT FOR DETAILED INFORMATION.
HIGH YIELD MONEY MARKET SAVINGS
Account #021-017756-1
Beginning Balance on July 7,2004
Deposits and Other Credits (2)
Other Debits (1)
$
+
55,397.93
193.66
5,000.00
32,677.84
Ending Balance on October 6, 2004
$
Deposits and Other Credits
Date
07/29
08/30
Description
INTEREST DEPOSIT
INTEREST DEPOSIT
Amount
94.45
99.21
Other Debits
Date
08/25
Description
MISCELLANEOUS DEBIT
FUNDS TRFR
Amount
5,000.00
Customer Balance Summary
Date
07/29
Balance
55,492.38
Date
08/25
Balance
50,492.38
Date
08/30
Balance
50, 591. 59
Periodic Account Summary
Interest Rate
YTD Interest Paid
Fees Paid This Period
Interest Earned This Period
Annual Percentage Yield Earned
Days in Period
2.08%
677 . 84
0.00
270.87
2.09%
92
)
All FDIC Insured Products Provided By Union Federal Bank
.:~_-~;.--~- ."::.'<--1{ .
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Bank
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www.ufbbankingcenter.com
FDIC Insured
P.O. BOX 1245
INDIANAPOLIS, INDIANA 46206-1245
@
ACCOUNT STATEMENT
111.111...111"111.1.11 ...1," 11.1'111.11111.111 II... II .1..1.1
208 847
EUGENE C CURRAN
33 BOURBON RED DR
MECHANICSBURG PA 17050-7952
Page
1
Statement Open Date
10/07/04
Statement Close Date
11/07/04
Primary Account
20-020008-9
** ALL DEPOSIT PRODUCTS PROVIDED BY UNION FEDERAL BANK. **
INTEREST CHECKING
Account #20-020008-9
Beginning Balance on October 7, 2004
Deposits and Other Credits (2) +
Other Debits (0)
Checks (2)
1,511.88
10,003.84
0.00
875.43
Average Balance
Avg Collected Balance
YTD Interest Paid
3,428.52
3,428.52
8.45
} Ending Balance on November 7, 2004
Interest Earned This Period
Annual Percentage Yield Earned
Days in Period
10,640.29
3.84
1. 28%
32
Deposits and Other Credits
Date
11/01
Description
TRANSFER DEPOSIT
TRF ACCT SV 210177561
INTEREST DEPOSIT
EFF DATE 11-07-04
Amount
10,000.00
11/06
3.84
Checks
(* indicates a missing check number.)
Check#
1005
Date
10/29
Amount
853.43
Check#
1006
Date
11/02
Amount
22.00
Check#
Date
Amount
Customer Balance Summary
Date
10/29
11/01
Balance
658.45
10,658.45
Date
11/02
11/06
Balance
10,636.45
10,640.29
Date
Balance
)
All FDIC Insured Products Provided By Union Federal Bank
EIGHTH WARD OFFICE
1059.FRANKr.IN STREET
JOHNST8WN PA' 15905-4303
TELEPHONE 814-533-5300
**.=AMERISERV
FIN A N C I A l-
Page: 1 of 2
PO Box 520 . Johnstown, PA 15907
EUGENE C CURRAN
33 BOURBON RED DR
MECHANICSBURG PA 17050-7952
10/16/2004
6560139238
111111111111111111.111111111111111...1.1111111..1111.1111111.1
CYCLE-020
*** CHECKIN~ *** PREFERRED MM ACCOUNT
Account Number 6560139238
Enclosures 1
Beginning Rate 1.00000
Previous statement balance on September 17,2004
Total Deposits and Credits: 1
Total Checks and Debits: 1
Cycle Service Charge
Ending balance on October 16, 2004
Number of days in this statement period: 30
$
+
$
5,829.49
1,762.80
3,000.00
o
4,592.29
. Checkina Account Transactions
Date Description
09/30 AC-PA TREASURY DEPT-ANNUITANT
. Check Transactions
Serial Date
152 10/01
DEBITS
CREDITS
1. 762.80
Amount
3.000.00
Serial Date
Amount
. Balance Bv Date
Date Balance Date
09/16 5.829.49 09/30
Balance Date
7.592.29 10/01
Balance Date
4.592.29
25-0851535
21. 31
Balance
PAYER FEDERAL ID NUMBER
INTEREST PAID YEAR TO DATE
)
SEE REVERSE SIDE FOR IMPORTANT INFORMATION
..
JOHNSTOWN SCHOOL EMPLOYEES
FEDERAL CREDIT UNION
738 Viewmont Avenue
Johnstown, PA 15905
814 - 255 - 6642
Eugene C Curran
33 Bourbon Red Drive
Mechanicsburg PA 17050-7952
Account Number 653
Share File
Date
09-30-2004
Transaction
div
Amount
115.66
Balance
17194.78
M&I Bank
,.
CDfTime Deposit Withdrawal Form
LAS VEGAS
M&I BANK FSB
DATE: 02/17/2005
TYPE OF REQUEST: [X] Phone [ ] In Person
] Mail
ACCOUNT #: 78002-58251
DEPOSIT #:
1
CUSTOMER NAME AND ADDRESS:
DISTRIBUTION METHOD:
EUGENE CURRAN
33 BOURBON RED DR
MECHANICSBURG PA 17050-7952
CASHIERS CHECK
700246279
PARTIAL WITHDRAWAL: (Penalty on Amount Paid to Customer)
COMPLETE WITHDRAWAL: (Information from 244 Screen)
Paid to Customer $ N/A Current Balance $
Penalty + $ N/A Credit Accrued Interest + $
Total Withdrawal $ N/A Penalty $
Withholding $
Paid to Customer $
13,025.50
25.53
0.00
13,051.03
SIGNATURE ON FILE
Customer Signature
SAND I JOHN
Processed by
141~101 PA (11/02)
Routing: Deposit Support Services Center / Customer
CDTIME.DOC
M&I Bank
to
CD/Time Deposit Withdrawal Form
M&I BANK FSB
LAS VEGAS
DATE: 02/17/2005
TYPE OF REQUEST: [Xl Phone [ 1 In Person [ 1 Mail
ACCOUNT #: 78002-58243
DEPOSIT #:
1
CUSTOMER NAME AND ADDRESS:
DISTRIBUTION METHOD:
EUGENE CURRAN
33 BOURBON RED DR
MECHANICSBURG PA 17050-7952
CASHIERS CHECK
700246280
PARTIAL WITHDRAWAL: (Penalty on Amount Paid to Customer)
COMPLETE WITHDRAWAL: (Information from 244 Screen)
Paid to Customer $ N/A Current Balance $
Penalty + $ N/_A Credit Accrued Interest + $
Total Withdrawal $ N/A Penalty $
Withholding $
Paid to Customer $
13,025.50
25.53
0.00
13,051. 03
SIGNATURE ON FILE
Customer Signature
SAND I JOHN
Processed by
141-101 PA(11/02)
Routing: Deposit Support Services Center / Customer
CDTIME.DOC
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Commonwealth of Pennsylvania
Remittance Advice
Acct. Purchase Order Invoice Invoice
'Control Number Number Date Number
WE ARE PRESENTING THIS CHECK FOR YOUR UNCLAIMED PROPERTY, CLAIM #99484986
o 0 11/21/2005 99484986
000273 38 0021450C
t)
Payment
Amount
$304.0
Total Payment Amount - $3Oi
iF YOU HAVE ANY aUESTIONS-CONCERNING THIS-PAYMENTCAlL. 'F800'222.204tJ DETACH-CHECK AT PERFORATION-~ --
RE(V-1509 EX+ (6-98)
" . '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A, Rose Alice Curran
33 Bourbon Red Drive
Mechanicsburg, PA 17050
Sister
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY 'Io0F DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 01/01/93 Property at 1105 Confer Ave., Johnstown PA 15905 40,000,00 50 20,000.00
TOTAL (Also enter on line 6, Recapitulation) $ 20,00000
(If more space is needed, insert additional sheets of the same size)
II
.
MOnarch Rea1ty & Appraisa1s
204 College Park Plaza
JOhnstown, PA 15904
814-269-4580
Maya, 2003
Hugh Weaver
Property -
1105 Confer Avenue
Johnstown, PA 15902
Rose Alice & Sara Curran
203543
203543
Borrower -
File No. -
Case No. -
Dear
In accordance with your request, I have personally inspected, made a
Limdted Appraisal Analysis, and prepared a Summary Appraisal Report of
the real property located at 1105 Confer Avenue, Johnstown, PA.
The purpose of the Summary Appraisal Report is to estimate the market
value of the property described in the body of this report.
Enclosed, please find the Summary Appraisal Report which describes
certain data gathered during our investigation of the property. The
methods of approach and reasoning in the valuation of the various
physical and economic factors of the Subject property are contained in
this report.
An inspection of the property and a study of pertinent factors, including
valuation trends and an analysis of neighborhood data, led the appraiser
to the conclusion that the market value, as of 05-06-2003 is :
$40,000
The op1n1on of value expressed in this report is contingent upon the
Limdting Conditions attached to this report.
It has been a pleasure to assist you. If I may be of further service to
you in the future, please let me know.
Respectfully submitted,
Monarch Realty & Appraisals
~~
Todd Wyant -
PA Certification #Assistant to the certified Real Estate Appriaser
dlJJ ~ uJ
Frederick o. Wyant
PA Certification #RL-000327-L
REV-1510 EX+ (6-98) IC'
A . ".~.' ~..
H . "Jb'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETUR~j
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Eugene C. Curran
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-15l)o COVER SHEET is yes.
FILE NUMBER
DESCRIPTION OF PROPERTY
ITEM INCLlDE ~ NAME OF ~ TRANSFEREE, ~IR RB.ATlONSHIP TO DECEDENT ANlJ DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER ~ DATE OF TRANSFER ATl1\C/i A copy OF ~ OEED FOR REAl. ESTATE VALUE OF ASSET INTEREST (IF APPlICAl3l.E) VALUE
1. Hugh C. Weaver, nephew, 9130104 3,000.00 0 3,000.00 0.00
2. JoAnne Weaver, niece, 9130104 3,000.00 0 3,000.00 0.00
3. Philene W. Revitsky, niece, 9/30104 3,000.00 0 3,000.00 0.00
4. Joseph H. Weaver, grand-nephew, 9130104 3,000.00 0 3,000.00 000
5. Brendan M. Weaver, grand-nephew, 9130104 3,000.00 0 3,000.00 0.00
6. Kelly M. Weaver, grand-niece, 9130104 3,000.00 0 3,000.00 0.00
7. Steven G. Revitsky, grand-nephew, 9130104 3,000.00 0 3,000.00 0.00
8. Alicia R. Revitsky, grand-niece, 91301U4 3,000.00 0 3,000.00 0.00
9. Katherine E. Revitsky, grand-niece, 9130/04 3,000.00 0 3,000.00 0.00
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99>W
~ III
4'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRAl1VE COSTS
ESTATE OF
ALE NUMBER
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Funeral Home Expenses
After funeral and burial meals and guest expenses
Travel expenses to and from funeral and burial
10,894.03
375.00
260.63
2.
3.
B. ADMINISTRATIVE COSTS:
1. Personal Represen12tive's Commissions
Name of Personal Represen12tive(s)
Social Security Number(s)/EIN Number of Personal Represen12live(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
. Zip
Relationship of Claimant to Decedent
4.
Probate Fees
167.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
8.
Safe Deposit Box Opening - 1st Commonwealth Bank Johnstown PA
House and Property Clean Up -1105 Confer Ave. Johnstown, PA
Household Bills
Net Property Taxes
167.50
2,541.61
1,327.58
720.99
7.
9.
10.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16,454.84
RE.V-1512 EX+ ~2-o3) .~
.. ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Middletown Home
953.84
2.
Continuing Care RX
950.55
3.
Cumberland Crossing
719.20
4.
Philhaven Beth Clinic
55.89
5.
Cambria County Register of Wills - Agent (John Curran supplemental inheritance tax rtn 1105 property)
1,133.77
883.87
6.
Allegheny County Register of Wills - Agent (Sara C. Curran supplemental inher tax rtn for 1105 property)
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,697.12
R~V-1513. EX+ ;;-00) ~..~.
· ; ''fdIIl1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Seraphic Mass Association 1,050.00
2. 7th Armored Division Association 100.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,150.00
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
04-03-2006
CURRAN
10-03-2004
21 04-1105
CUMBERLAND
101
APPEAL DATE: 06-02-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~~_!~!~_~!~~______~___!~!~!~_~~~~~_~9!!!~~_~~!-Y9~~_~~99~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EUGENE C FILE NO. 21 04-1105 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
HUGH C WEAVER
33 BOURBON RED DR
MECHANICSBURG PA 17050
ESTATE OF
CURRAN
REV-1547 EX AFP (06-05)
EUGENE
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 04-03-2006
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(.5)
(6)
(7)
.00
.00
.00
.00
89,842.10
20,000.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
16,454.84
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
109,842.10
21.151 96
88,690.14
1,150.00
87,540.14
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
1.5. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
87,540.14 X 12 = 10,504.82
.00 X 15 = .00
(19)= 10,504.82
4.697.12
(11)
(12)
(13)
(14)
., ...... ,..-.... . (+J AMOUNT PAID
DATE / NUMBER INTEREST/PEN PAID (-)
12-30-2004 7CD004780 463.24 8,801.48
08-16-2005 AD005693 .00 1,200.00
08-16-2005 CD005694 7.48- 1,200.00
TOTAL TAX CREDIT 11,657.24
BALANCE OF TAX DUE 1,152.42CR
INTEREST AND PEN. .00
TOTAL DUE 1,152.42CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
HUGH C WEAVER
33 BOURBON RED DR
MECHANICSBURG PA 17050
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-24-2006
CURRAN
10-03-2004
21 04-1105
CUMBERLAND
101
EUGENE
C
Allount Rellitted
l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF CURRAN EUGENE C FILE NO. 21 04-1105 ACN 101 DATE 04-24-2006
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-27-2006
PRINCIPAL TAX DUE: 10,504.82
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-30-2004 CD004780 463.24 8,801.48
08-16-2005 CD005693 .00 1,200.00
08-16-2005 CD005694 7.48- 1,200.00
04-05-2006 REFUND .00 1,152.42- ;
/
"I
-
TOTAL TAX CREDIT 10,504.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
,"
'f
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
Cumberland County - ~egister Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
WEAVER HUGH C
33 BOURBON RED DRIVE
MECHANICSBURG, PA 17050
RE: Estate of CURRAN EUGENE C
File Number: 2004-01105
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasba~n
Clerk of the Orphans' Court
cc: File
Counsel
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: C Uj.f! VI e ~ C V r- rCJ.. Y\
Date of Death: /0 I ~ J 0 '/
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Estate No.:
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Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
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1. State ~her administration of the estate is complete:
Yes ~ No 0
2. Ifthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a; Did ~rsonal representative file a final account with the Court?
Yes tJ No 0 .
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~resentative state an account informally to the parties in
interest? Yes t:J No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date:
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